Reading the Transmission Chain: A Dashboard Walkthrough
The FX dashboard presents a layered transmission chain from global risk to currency bias. Here is how each layer connects to the next, and how to read the signals in sequence.
Read →The 4xForecaster Blog
Research, framework, and analysis posts from the team behind the FX dashboard and CbRates monitor.
20 Central Banks, One Dashboard
The CbRates monitor tracks rate decisions, bilateral differentials, real rates, and carry opportunities across 20 central banks in real time. Here is how to use it.
Read →The 92% Carry Trade: What Global Volatility Does to Returns
Menkhoff et al. (2012) show that global FX volatility explains 92% of the variation in carry trade returns. Understanding this single factor changes how you size and time carry.
Read →Why Exchange Rate Models Finally Work
The Meese-Rogoff puzzle haunted FX economists for 40 years. Engel and Wu (2021) explain why models now outperform the random walk. The answer involves credible inflation targeting.
Read →The Lab Is Open
The FX dashboard is live. The CbRates monitor is live. Here is what we built, why we built it, and where it goes next.
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